25-03-2019

Banner Jones Wealth Management announces new Women in Business masterclass series

We’re thrilled to announce our new Women in Business masterclass series.

Financial planner Suzanne Jeakins will be running a series of free Women in Business masterclasses to help owner-managers of small to medium sized businesses manage their finances.

The sessions will take place on 8th May, 5th June and 3rd July at Maison Mes Amis in Chesterfield.

Suzanne has over 20 years’ experience in the financial services industry. She said: “There are lots of great businesses in South Yorkshire and Derbyshire led by women who know their sector well but may lack confidence in financial matters which can hold them back.

“If you are a business owner or manager and would like to enhance your financial knowledge, are nearing retirement or are starting to look at selling your business, it’s an opportunity to get free advice.”

The first masterclass on Wednesday 8th May will be ‘Creating your financial plan and pensions uncovered’. The session will cover pensions - what they are and how they work, as well as how they can be used to purchase commercial property and the benefit to your business. It will unravel Pensions Freedoms, what it means for you, and the benefits for your family.

It will also cover setting goals and objectives, creating your own inflation rate and understanding what risk to take on investments. If you own a business and want to maintain your current lifestyle post sale, you can also work out the price you need to sell your business for, taking all the guesswork out.

The second masterclass on Wednesday 5th June ‘Investments and life assurance’ will cover how to save, how to establish affordability and what risk is, to establish your ability for loss and prioritise in the accumulation phase of the financial plan. It will explain the different types of protection for personal and professional use, including Shareholder Agreements and Keyperson Assurance.

Suzanne and the team will also be offering one-to-one sessions on Wednesday 3rd July in the ‘Putting it in a plan’ workshop. This session will help you create a personal financial plan, considering your personal inflation rate, along with the investment return versus investment risk to achieve your goals.

The masterclasses will take place at Maison Mes Amis, 19 Old Road, Chesterfield S40 2RE. They are all free and will run from 9.30 to 10.30am, with registration and coffee from 9am.

To book a masterclass please call us on 01246 540546 or email Dawn Mann at dawnmann@bannerjones.co.uk.